Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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ENN Ecological (600803 CH): Weak 1Q20 but Metamorphosis in Good Progress
ENN Ecological Holdings (600803 CH) (ENNE) reported a disappointing 81.2% YoY decline in profit in 1Q20, but we believe the focus should be on the...
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Australia and New Zealand Candidates for Placement
Over the past two weeks, Australia and New Zealand have collectively seen over ten placements/entitlement offerings, of which we have covered...
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Oil Search Placement - Worth Exploring but I Wouldn't Pump Too Much into It
Oil Search Ltd (OSH AU) plans to raise around US$700m via an institutional placement and entitlement offer. The company will use the proceeds to...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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